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DDD Partners, LLC 13F holdings

Filed 2026-08-05 · DDD Partners, LLC · 166 positions · $1.6B

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TickerCompanySharesValue% of portfolio
MSFTMICROSOFT CORP1.1M$424.1M26.4%
BRK-BBERKSHIRE HATHAWAY INC DEL112.7K$56.4M3.5%
AAPLAPPLE INC166.1K$48.1M3.0%
AMZNAMAZON COM INC185.2K$44.1M2.8%
NWPXNWPX INFRASTRUCTURE INC249.5K$37.4M2.3%
COSTCOSTCO WHOLESALE CORPORATION33.9K$31.7M2.0%
AVGOBROADCOM INC80.8K$30.5M1.9%
GOOGALPHABET INC82.1K$29.0M1.8%
CMICUMMINS INC38.5K$27.4M1.7%
SPYMSPDR SERIES TRUST297.7K$26.2M1.6%
CSCOCISCO SYS INC214.7K$25.2M1.6%
DHRDANAHER CORP DEL132.0K$25.1M1.6%
MRKMERCK & CO INC190.5K$24.5M1.5%
NVDANVIDIA CORPORATION118.1K$23.6M1.5%
BACBANK OF AMER CORP407.9K$23.2M1.4%
GPCGENUINE PARTS CO193.9K$22.9M1.4%
TXNTEXAS INSTRS INC76.4K$22.8M1.4%
MUMICRON TECHNOLOGY INC19.7K$22.7M1.4%
—JAMES HARDIE INDS PLC866.9K$22.7M1.4%
QCOMQUALCOMM INC118.1K$21.8M1.4%
CBCHUBB LIMITED63.2K$21.5M1.3%
RELLRICHARDSON ELECTRS LTD1.1M$21.1M1.3%
WSOWATSCO INC50.4K$21.0M1.3%
ORIOLD REP INTL CORP503.2K$20.6M1.3%
ELVELEVANCE HEALTH INC FORMERLY53.1K$20.6M1.3%
HUBBHUBBELL INC38.7K$20.3M1.3%
WECWEC ENERGY GROUP INC173.5K$20.3M1.3%
PLDPROLOGIS INC.148.9K$20.2M1.3%
REGNREGENERON PHARMACEUTICALS32.3K$20.1M1.3%
ONON SEMICONDUCTOR CORP208.2K$19.7M1.2%
BAMBROOKFIELD ASSET MANAGMT LTD435.2K$19.5M1.2%
METAMETA PLATFORMS INC33.2K$18.7M1.2%
PEPPEPSICO INC137.6K$18.6M1.2%
—AMRIZE LTD349.5K$18.6M1.2%
UNHUNITEDHEALTH GROUP INC44.5K$18.5M1.2%
KMIKINDER MORGAN INC DEL574.0K$18.4M1.1%
APHAMPHENOL CORP103.0K$18.2M1.1%
EMNEASTMAN CHEM CO269.9K$18.1M1.1%
BABOEING CO82.6K$17.9M1.1%
ESIELEMENT SOLUTIONS INC362.6K$17.3M1.1%
CVXCHEVRON CORPORATION103.9K$17.2M1.1%
FFIVF5 INC40.7K$16.9M1.1%
DISDISNEY WALT CO171.9K$16.5M1.0%
ELANELANCO ANIMAL HEALTH INC615.1K$15.1M0.9%
DINOHF SINCLAIR CORP215.2K$15.0M0.9%
VGSHVANGUARD SCOTTSDALE FDS228.4K$13.3M0.8%
VCSHVANGUARD SCOTTSDALE FDS126.0K$10.0M0.6%
IEFISHARES TR71.1K$6.7M0.4%
HUMHUMANA INC10.5K$4.2M0.3%
EXPDEXPEDITORS INTL WASH INC25.3K$4.1M0.3%
HPEHEWLETT PACKARD ENTERPRISE C83.3K$3.8M0.2%
UNFUNIFIRST CORP MASS14.0K$3.7M0.2%
PSMTPRICESMART INC18.9K$3.7M0.2%
SYMSYMBOTIC INC75.8K$3.4M0.2%
ISRGINTUITIVE SURGICAL INC7.9K$3.2M0.2%
MELIMERCADOLIBRE INC1.7K$2.9M0.2%
BKRBAKER HUGHES COMPANY52.7K$2.9M0.2%
SPYSTATE STR SPDR S&P 500 ETF T3.9K$2.9M0.2%
VEEVVEEVA SYS INC16.0K$2.8M0.2%
MSFTMICROSOFT CORP7.6K$2.8M0.2%
Top Fund Holdings
13F
Top Fund Holdings

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